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Vanguard Utilities ETF
VPU

Overview Fund Activity

495 hedge funds and large institutions have $2.03B invested in Vanguard Utilities ETF in 2022 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 160 increasing their positions, 137 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
495
Holders Change
+32
Holders Change %
+6.91%
% of All Funds
7.99%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.19%
New
87
Increased
160
Reduced
137
Closed
40
Calls
$8.25M
Puts
$1.76M
Net Calls
+$6.49M
Net Calls Change
+$2.79M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$542M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$67.3M
3
BHB
Bank Hapoalim BM
Israel
$11.7M
4
LPL Financial
LPL Financial
California
$91.5M
5
Morgan Stanley
Morgan Stanley
New York
$160M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$106M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$9.88M
3
Osaic Holdings
Osaic Holdings
Arizona
$34.7M
4
Wells Fargo
Wells Fargo
California
$26.7M
5
UBS Group
UBS Group
Switzerland
$39.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IGWM
426
ICA Group Wealth Management
Colorado
$49.1K +$49.1K +320 New
CAS
427
Coppell Advisory Solutions
Texas
$45.8K +$45.8K +298 New
CASC
428
Coppell Advisory Solutions Corp
Texas
$45.8K +$45.8K +298 New
CWA
429
Clearview Wealth Advisors
Oregon
$45K +$769 +5 +2%
HIIFS
430
Harel Insurance Investments & Financial Services
Israel
$42K -$169K -1,100 -80%
FWA
431
FSC Wealth Advisors
New York
$40K – – –
JFA
432
JNBA Financial Advisors
Minnesota
$37.4K – – –
FA
433
Faithward Advisors
Pennsylvania
$37.1K – – –
LCM
434
Logan Capital Management
Pennsylvania
$36.5K -$24.3K -160 -40%
BSB
435
Bangor Savings Bank
Maine
$32K – – –
FHA
436
First Horizon Advisors
Tennessee
$31.1K +$461 +3 +2%
FCA
437
FinTrust Capital Advisors
South Carolina
$30.7K – – –
EE
438
EWG Elevate
California
$29.9K +$29.9K +195 New
FNBOSM
439
First National Bank of South Miami
Florida
$29K – – –
RF
440
Robbins Farley
New Hampshire
$28.7K -$7.21K -47 -20%
CIR
441
Clear Investment Research
Georgia
$27K +$617 +4 +2%
BCMLT
442
Beacon Capital Management LLC (Tennessee)
Tennessee
$25.8K +$306 +2 +1%
FWP
443
FAS Wealth Partners
Kansas
$22.7K +$307 +2 +1%
Jones Financial Companies
444
Jones Financial Companies
Missouri
$21K – – –
SBL
445
Sargent Bickham Lagudis
Colorado
$19.6K – – –
AIP
446
Ameritas Investment Partners
Nebraska
$19.2K – – –
GI
447
Gradient Investments
Minnesota
$19K +$11.3K +74 +148%
IBOK
448
Independence Bank of Kentucky
Kentucky
$19K – – –
HB
449
Horizon Bancorp
Indiana
$17K +$17K +110 New
AIC
450
Archer Investment Corporation
Indiana
$16.4K +$307 +2 +2%
16 17
18
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